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Financial Planning Friday: Oh Behave, Baby!
As I was sitting in the bleachers watching my son’s baseball game last weekend, I overheard a conversation that went…
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Tax Day has come and gone…What can you learn?
The tax filing deadline was almost two weeks ago and I know it is probably a distant memory by now. …
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Looking back on 2016
Looking back on 2016, I’d have to say it was a year full of surprises. The biggest, of course, was…
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Market Commentary: September 13, 2016
As I write this Tuesday afternoon, U.S. stock indexes are displaying more of their recent volatility, finishing down for the…
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Financial Planning Friday: Hacking Your Financial Mind Part 1
The recent shake up in the global stock markets created a lot of news this week. With the doom, cynicism,…
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Financial Planning Friday: Taxes, Now or Later?
Did you know that the average person makes 6 to 10 financial decisions every day? From simple shopping choices to…
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Does Your Family Need a Giving Plan?
On a routine drive to the store the other day, I asked my 9-year-old daughter what her and her friends…
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Financial Planning Friday: What Happens If You Don’t Have A Will?
You’ve probably heard in the news lately that rock icon Prince was one in a long list of celebrities who…
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Are High Fees Undermining Your Retirement Savings?
“Where there is no loss, the gain is obvious.” This is a variation of an old Chinese proverb with a…
